Earnings Buzzwords Might Predict Trend Reversals

FinanceYF5 · x · 2026-07-20

Chamath suggests that monitoring when a buzzword peaks in SEC filings can help determine if a related concept is losing momentum.

For instance, DEI was the hottest term in 2020–2022 before rapidly declining, whereas AI has steadily climbed since late 2022 and is now mentioned by nearly every major company. The chart also shows the term agentic surging, potentially becoming the next must-mention buzzword.

Related event: AI Narrative Remains Hot But ROI Unclear(2 posts)→

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